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Enlightenment Research’s Bank of Montreal BMO Stock Holding History

Enlightenment Research’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,400
Closed -$91K – 171
2018
Q4 		$91K Buy
+1,400
New +$104K 0.11% 196

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Enlightenment Research's BMO Position: Q1 2019 in Review

Enlightenment Research sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 1,400 shares — an estimated $91K sold.

Enlightenment Research first reported a position in BMO in Q4 2018 and held it in 1 quarter. The position peaked at $91K in Q4 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

  • Enlightenment Research reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
  • Enlightenment Research sold 1,400 Bank of Montreal shares in Q1 2019, an estimated $91K.
  • Enlightenment Research first reported a position in Bank of Montreal in Q4 2018 and held it in 1 quarter.
  • Enlightenment Research's Bank of Montreal position peaked at $91K in Q4 2018.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.